Why the “Index and Chill” Strategy could leave you out in the cold. You’ve probably heard, and maybe even believe that time in the market beats timing the market. The long term trajectory of the stock market would certainly bear out that assumption. The S&P 500 has historically returned about 10% on average every year …
Here’s the thing: studies show that 70% of millionaires have a financial advisor. Now, correlation doesn’t equal causation, but those are pretty compelling odds. Imagine yourself cruising comfortably alongside those financial high achievers. Wouldn’t a qualified advisor be your secret weapon?
Do you view money more like a tool or as security? When you hear the word money, what does it make you feel? What about when you hear your partner say they want to talk about money, how do you feel? Some people light up with excitement dreaming of more. Some people are filled with …
In order to plan the retirement of your dreams, start with these 7 steps
Most people know they need to save enough money for retirement, but they are often unsure of how much to save and what to do with the savings they have. Make sure your money is on track for retirement by making sure you aren’t making these three money mistakes.
Much has been written about the challenges facing recent college graduates. While the initial term on most college loans is 10 years, the reality is that it can often take borrowers 20-30 years to pay off that amount. That puts many borrowers in a dilemma. Should I pay off my loan as quickly as possible, …
News about war in Israel, war in Ukraine, US political infighting, the lack of a Speaker of the House, inflation, government uncertainty and global unrest might be dominating the headlines, and your mood—but what does it mean for your financial portfolio? There are many ways for an investor to view all the current headlines, and …
Your portfolio cares about current events… should you? Read More »
With 100 days, what could you do? A focused 100 days can yield large results. Setting a goal and then taking consistent action is what gets you over the finish line. So, with 100 days left this year, let’s look at 10 financial goals you can try to achieve before the year ends. 1 .Become …
Mitch Sturgeon has an amazing story. Diagnosed with an aggressive form of MS in 2001, the disease slowly and relentlessly deprived him of his outdoor passions. Golf, snowmobiling, hiking – all had to be abandoned. In 2009, a year after his first wheelchair purchase, he took medical retirement from his chemical engineering career and began …
Mitch Sturgeon — Personal Financial Planning by VOICE! Read More »
Lately, we’ve seen wide, uncomfortable swings in the stock market – which have only been exasperated by the recent warmongering between Russia and Ukraine. Back in January, the market’s overall value fluctuated 5% in a single day; and by January 27th folks’ portfolios had lost nearly 10% of their value since the beginning of the …
